Terrin

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Activity overview

Latest activity by Terrin
  • Terrin created an article,

    How to add a 1099 vendor

    To add a 1099 vendor to Knowify, first add a vendor. Once the vendor is in Knowify: Check the box that says Is a subcontractor. Click on Enable subcontractor as a resource so you can start tracki...

  • Terrin created an article,

    How to close an invoice without recording a payment

    To close an invoice with an outstanding balance, first open up the details page of the invoice. Click the dropdown menu in the top right corner of the invoice. Click on Close.

  • Terrin created an article,

    How to see whether a client has received or opened a proposal email sent from Knowify

    When you send a proposal from Knowify, you can see whether or not the customer has opened the email you sent. We provide information on 3 status: Emailed on Delivered on Opened on Emailed on Whe...

  • Terrin created an article,

    How to enter a reimbursement on the smartphone

    To enter or request reimbursement via the smartphone app, first, click the menu button in the top right corner of the screen: Then select Purchases from the menu: In the purchases screen, click A...

  • Terrin created an article,

    Sending one proposal to multiple GCs

    If you're sending bids for the same job to multiple General Contractors, you can use Knowify's Copy Job feature in order to not have to rebuild the job for each GC you send the proposal to.  To do ...

  • Terrin commented,

    Hi Timothy Wingate,    Thank you for reaching out! When time is tracked in Knowify, it does not sync to TSheets. However, you do have the option of tracking time in TSheets and pulling it into Know...

  • Terrin commented,

    Hi Timothy Wingate ! Thank you for reaching out. If time is tracked in TSheets, it can be pulled to Knowify, but if time is tracked directly in Knowify, it does not push the time to TSheets. If you...

  • Terrin created an article,

    Resource budgeting [Growth and Enterprise plans]

    When creating a labor budget in Knowify, you are generally prompted to budget based on the role of each employee that will be needed. However, Growth and Enterprise accounts have the option of budg...

  • Terrin created an article,

    Advanced project management [Growth and Enterprise plans]

    With advanced project management you will be able to create project plan dependencies, build more accurate budgets, run work-in-progress (WIP) reports, improve communication with your clients via r...

  • Terrin created an article,

    How to exclude tax rates from job costing

    Information This guide only applies to accounts that are set outside the United States If you would like to set up tax rates so they are not included in job costing, first go to your admin sectio...